Wealth Dimensions Group, Ltd. Vanguard Russell 2000 Value Et Transaction History

Wealth Dimensions Group, Ltd.

$418 Million
Q1 2025

A detailed history of Wealth Dimensions Group, Ltd. transactions in Vanguard Russell 2000 Value Et stock. As of the latest transaction made, Wealth Dimensions Group, Ltd. holds 14,371 shares of VTWV stock, worth $1.91 Million. This represents 0.46% of its overall portfolio holdings.

Number of Shares

14,371

Previous 14,134 1.68%

Holding current value

$1.91 Million

Previous $2.04 Million 6.41%

% of portfolio

0.46%

Previous 0.5%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 05, 2025	BUY	$131.51 - $149.24 $31,167 - $35,369	237 Added 1.68%	14,371 $1.91 Million
Q4 2024 Feb 13, 2025	SELL	$143.69 - $159.92 $4,023 - $4,477	-28 Reduced 0.2%	14,134 $2.04 Million
Q3 2024 Nov 12, 2024	SELL	$132.06 - $150.96 $5,546 - $6,340	-42 Reduced 0.3%	14,162 $2.08 Million
Q2 2024 Aug 09, 2024	SELL	$128.57 - $139.92 $20,699 - $22,527	-161 Reduced 1.12%	14,204 $1.9 Million
Q1 2024 May 09, 2024	SELL	$128.13 - $139.82 $16,913 - $18,456	-132 Reduced 0.91%	14,365 $2.01 Million
Q4 2023 Feb 09, 2024	SELL	$110.31 - $139.18 $95,749 - $120,808	-868 Reduced 5.65%	14,497 $1.98 Million
Q3 2023 Nov 14, 2023	SELL	$117.59 - $133.24 $2,351 - $2,664	-20 Reduced 0.13%	15,365 $1.83 Million
Q2 2023 Aug 14, 2023	SELL	$113.2 - $125.57 $26,375 - $29,257	-233 Reduced 1.49%	15,385 $1.9 Million
Q1 2023 May 09, 2023	SELL	$114.78 - $137.92 $27,891 - $33,514	-243 Reduced 1.53%	15,618 $1.88 Million
Q4 2022 Feb 10, 2023	SELL	$115.32 - $131.57 $263,852 - $301,032	-2,288 Reduced 12.61%	15,861 $1.93 Million
Q3 2022 Nov 10, 2022	SELL	$113.26 - $139.82 $2,491 - $3,076	-22 Reduced 0.12%	18,149 $2.06 Million
Q2 2022 Aug 05, 2022	BUY	$118.13 - $142.64 $340,332 - $410,945	2,881 Added 18.84%	18,171 $2.17 Million
Q1 2022 May 04, 2022	SELL	$132.26 - $148.34 $180,270 - $202,187	-1,363 Reduced 8.18%	15,290 $2.16 Million
Q4 2021 Feb 04, 2022	SELL	$138.09 - $155.08 $5,661 - $6,358	-41 Reduced 0.25%	16,653 $2.42 Million
Q3 2021 Nov 03, 2021	SELL	$133.97 - $146.64 $26,660 - $29,181	-199 Reduced 1.18%	16,694 $2.35 Million
Q2 2021 Aug 12, 2021	SELL	$137.43 - $152.45 $57,858 - $64,181	-421 Reduced 2.43%	16,893 $2.46 Million
Q1 2021 May 13, 2021	SELL	$113.79 - $148.5 $10,241 - $13,365	-90 Reduced 0.52%	17,314 $2.42 Million
Q4 2020 Feb 17, 2021	BUY	$88.38 - $116.12 $1.54 Million - $2.02 Million	17,404 New	17,404 $2.01 Million

Others Institutions Holding VTWV

# of Institutions

169

Shares Held

2.57M

Call Options Held

Put Options Held

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Wealth Dimensions Group, Ltd. Vanguard Russell 2000 Value Et Transaction History